AWM
Avaii Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
22,700
-620
| -3% | -$33.2K | 0.54% | 26 |
|
|
2025
Q1 | $1.25M | Sell |
23,320
-277,530
| -92% | -$14.9M | 0.67% | 23 |
|
|
2024
Q4 | $15.7M | Sell |
300,850
-34,053
| -10% | -$1.78M | 7.74% | 2 |
|
|
2024
Q3 | $18.3M | Buy |
+334,903
| New | +$18.3M | 9.24% | 2 |
|